Financial ADVSR advisor directory · SEC adviser records
Great Valley Advisor Group, LLC financial advisors in Minnetonka, MN
Every SEC-registered investment adviser representative at a Great Valley Advisor Group, LLC office in Minnetonka, A to Z.
9 registered advisors work at Great Valley Advisor Group, LLC in Minnetonka, out of 200 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Great Valley Advisor Group, LLC advisors in Minnetonka, A to Z
Every Great Valley Advisor Group, LLC advisor →- Leif J. BrielCertified Financial Planner · Also a broker rep
- Trevor CampbellAlso a broker rep
- Kaylee A. McClellanCertified Financial Planner · Also a broker rep
- Hanna M. RaskChartered Financial Consultant · Also a broker rep
- Patrick J. SchervenInvestment adviser rep
- Nicholas SchneiderAlso a broker rep
- Mitchell D. StolbaAlso a broker rep
- Samuel T. WadeAlso a broker rep
- Derek W. WiitalaChartered Financial Analyst
Great Valley Advisor Group, LLC advisors in every city and state →Great Valley Advisor Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Great Valley Advisor Group, LLC advisors in other cities
Berwyn, PA 72Brookfield, WI 14Woodbury, MN 10Doylestown, PA 7Boca Raton, FL 5Columbia, SC 5Altoona, WI 4Denver, PA 4Newtown, PA 4Wilmington, DE 4Braintree, MA 3Burnsville, MN 3Southlake, TX 3Stuart, FL 3Allentown, PA 2
Other firms in Minnetonka
All Minnetonka advisors →Cetera Investment Advisers LLC 48Ameriprise Financial Services, LLC 42Advisornet Wealth Partners 38Principal Securities, Inc. 30Strategic Advisers LLC 21Park Avenue Securities LLC 20Osaic Wealth, Inc. 19Robert W. Baird & Co. Incorporated 17Bluestem Wealth Partners, LLC 15Captrust 12The Advocate Group, LLC 9Cherry Tree Wealth Management, LLC 8
Questions
How many financial advisors does Great Valley Advisor Group, LLC have in Minnetonka?
9 investment adviser representatives are registered at Great Valley Advisor Group, LLC offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 200 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Great Valley Advisor Group, LLC one of the largest advisor employers in Minnetonka?
Great Valley Advisor Group, LLC ranks number 11 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 48.
How do I check a Great Valley Advisor Group, LLC advisor in Minnetonka?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Great Valley Advisor Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.